This article is an overview of using the standard Mail Merge function to send Year-End Tax Summaries via mail. Kindful created a more streamlined tool that will work for most cases, and be even easier than this method.
Kindful makes generating your year-end tax letters a breeze. This article goes over the process of generating tax summary PDF files to send to all of your donors who have given in a year.
Generating Year-End Letters
Begin by going to Contacts.
Add the filter Has Transaction In Year: and enter the year you're printing letters for.
Press Select All on the right sidebar.
After all contacts on the list are selected, press Mail Merge on the right sidebar.
Selecting a Template
There are two template options for year-end summary letters.
The Prior Year Tax Summary #9 Envelope Template will print letters that can be folded into thirds and placed directly into #9 envelopes with windows.
The second option, Prior Year Tax Summary Template are for standard #10 business envelopes. Donor mailing info will need to be placed on the envelope front separately (i.e. printed or labeled).
After you've chosen which template, press Create.
Printing the Letters
After you've created the mail merge, you should be directed to the Mail Merge History page, where you'll see your latest mail merge being generated. After a few minutes, refresh the page, and you should be able to select Download Snailer on the right.
After you've selected Download Snailer, a PDF of the letters will be emailed to you.
Below is an example of your tax summary (on the #9 Envelope template)
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.